Thomas J. Geraghty, Jr

Thomas J. Geraghty, Jr Email and Phone Number

Cary, NC, US
Thomas J. Geraghty, Jr's Location
Cary, North Carolina, United States, United States
Thomas J. Geraghty, Jr's Contact Details

Thomas J. Geraghty, Jr work email

Thomas J. Geraghty, Jr personal email

About Thomas J. Geraghty, Jr

Thomas J. Geraghty is a Partner and Senior Wealth Manager with Stonegate Wealth Management where he is dedicated to financial, estate and investment planning that looks at the whole person and family. He is successful at integrating and managing a client’s significant financial and estate planning challenges by identifying deficiencies, recommending changes, and by bringing together the team needed to achieve the client’s agreed upon financial goals through both short-term and long-term strategies. Because of his long and rich experience in the financial industry, he is a sought after source by the media, most recently by InvestmentNews, and he is often asked to lecture to professional organizations, employee groups and civic associations on topics such as financial planning, estate planning, risk management, employee benefits and other related areas.In addition to being a practicing Certified Public Accountant in the State of New Jersey for more than twenty-five years and a principal in his own accounting firm for nineteen years, Tom Geraghty was the Chief Financial Officer of the Township of Berkeley Heights for eleven years. He is married and has four children. He is a member of numerous professional organizations including: • The American Institute of Certified Public Accountants (AICPA)• The New Jersey Society of Certified Public Accountants (NJSCPA)• Member of the Financial Planners Association (FPA)*

Thomas J. Geraghty, Jr's Current Company Details
Stonegate Wealth Management, LLC

Stonegate Wealth Management, Llc

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Partner
Cary, NC, US
Employees:
4
Thomas J. Geraghty, Jr Work Experience Details
  • Stonegate Wealth Management, Llc
    Partner
    Stonegate Wealth Management, Llc
    Cary, Nc, Us
  • Stonegate Wealth Management, Llc
    Partner
    Stonegate Wealth Management, Llc Oct 2005 - Present
    Cary, North Carolina, United States
    At Stonegate Wealth Management, our vision is to deliver the highest quality private wealth management and 401(k) consulting services to our clients, in a fiduciary capacity. We go the extra mile to make sure our clients’ objectives are taken care of beyond their finances; we add our personal touch to every relationship our firm maintains. Our genuine desire to help individuals achieve their financial goals translates to excellent personalized service.
  • American Economic Planning Group
    Vice President
    American Economic Planning Group Oct 1998 - Sep 2005
  • Geraghty And Pergola, Cpas
    Partner
    Geraghty And Pergola, Cpas Feb 1977 - Oct 1998

Thomas J. Geraghty, Jr Skills

Financial Planning Investment Advice Fiduciary For 401k Plans Risk Management Estate Planning

Thomas J. Geraghty, Jr Education Details

Frequently Asked Questions about Thomas J. Geraghty, Jr

What company does Thomas J. Geraghty, Jr work for?

Thomas J. Geraghty, Jr works for Stonegate Wealth Management, Llc

What is Thomas J. Geraghty, Jr's role at the current company?

Thomas J. Geraghty, Jr's current role is Partner.

What is Thomas J. Geraghty, Jr's email address?

Thomas J. Geraghty, Jr's email address is tg****@****ail.com

What schools did Thomas J. Geraghty, Jr attend?

Thomas J. Geraghty, Jr attended Seton Hall University.

What skills is Thomas J. Geraghty, Jr known for?

Thomas J. Geraghty, Jr has skills like Financial Planning, Investment Advice, Fiduciary For 401k Plans, Risk Management, Estate Planning.

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